If you sit on a charity’s board or investment committee, you’ll know the weight of responsibility that comes with it.

You’re balancing financial returns, risk, and the charity’s mission, all while meeting your duties as a trustee.

A guide for trustees

Our Charities Investment Service has put together a short guide on what trustees need to know when investing charity assets. It’s worth a read if you want a clearer picture of the current landscape: Investing charity money: the new landscape for charity trustees.

A fully outsourced solution, built for trustees

As a B Corp investment manager, we offer a fully outsourced investment solution for charity trustees and investment committees.

Our charity team takes full accountability for every aspect of the charity’s investments, considering its attitude to risk, financial position, liabilities, and cash flow needs.

You’re backed by ongoing advice and clear communication, so you always feels informed.

Our specialist approach helps ensure the charity’s assets align with its values and support its goals, giving you and your fellow trustees confidence that you’re fulfilling your duties.

More on our work with charities

For a full breakdown of our charity investment service, read our brochure.

Get in touch

If this sounds relevant to a charity you’re involved with, please contact our charity team at charities@eqinvestors.co.uk or call 020 7488 7133. We’d be happy to talk it through.

Please remember, this content is provided for information purposes only. Investment involves risk. Past performance is not a guarantee or indication of future results. Investment return and the principal value of an investment may go up or down and may result in the loss of the amount originally invested. All investors should seek professional advice prior to any investment decision, to determine the risks associated with the investment and its suitability.